Dimensional Calfornia MB ETFDFCAETF
13F holders, Q4 2025 (December 31)69holders +8
8new positions
3sold out
1famous investor
$50.08avg. 13F price*
At the end of Q4 2025, 69 institutions reported holding Dimensional Calfornia MB ETF (DFCA) in their 13F filings, up 8 from Q3 2025. 8 opened new positions and 3 sold out. The largest holders were Mercer Global Advisors Inc. ($307.4M), HighTower Advisors, LLC ($50.8M) and Citrine Capital LLC ($29.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional Calfornia MB ETF
- CUSIP
- 25434V633
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $6.4M |
| Exits | 3 | $3.2M |
All 13F filers, Q3 2025 → Q4 2025: 1,192,727 shares bought and 214,368 shares sold, net +978,359 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| Mercer Global Advisors Inc. | 0.47% | Add +17.4% | 6,138,572 | $307.4M |
| HighTower Advisors, LLC | 0.06% | Add +4.7% | 1,014,703 | $50.8M |
| Citrine Capital LLC | 13.59% | Reduce -18.5% | 584,663 | $29.3M |
| Savvy Advisors, Inc. | 0.27% | Add +0.8% | 165,328 | $8.3M |
| One Degree Advisors Inc | 1.59% | Add +4.0% | 115,162 | $5.8M |
| Signature Resources Capital Management, LLC | 2.63% | Add +5.2% | 104,038 | $5.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +5.3% | 84,562 | $4.2M |
| Elmwood Wealth Management, Inc. | 1.30% | Add +30.8% | 82,164 | $4.1M |
| One Capital Management, LLC | 0.09% | Add +27.9% | 60,129 | $3.0M |
| Root Financial Partners, LLC | 0.14% | Add +3.5% | 54,171 | $2.7M |
| Vise Technologies, Inc. | 0.05% | New | 54,171 | $2.7M |
| TriaGen Wealth Management LLC | 0.69% | Add +11.8% | 53,456 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.3% | 41,398 | $2.1M |
| Elequin Capital, LP | 0.26% | New | 34,156 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +28.6% | 33,672 | $1.7M |
| Savant Capital, LLC | 0.01% | Add +2.8% | 27,278 | $1.4M |
| marrick wealth, LLC | 1.03% | — | 25,241 | $1.3M |
| Lodestar Private Asset Management LLC | 0.11% | Add +1.3% | 22,124 | $1.1M |
| Foundry Financial LLC | 0.57% | — | 21,754 | $1.1M |
| LPL Financial LLC | 0.00% | Add +0.9% | 21,591 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | No change | 21,239 | $1.1M |
| Old Mission Capital LLC | 0.04% | Add +9.9% | 20,994 | $1.1M |
| Nautilus Advisors LLC | 0.66% | Add +102.3% | 20,311 | $1.0M |
| Mariner, LLC | 0.00% | Add +12.2% | 19,433 | $973K |
| Parkshore Wealth Management, Inc. | 0.36% | Add +8.4% | 19,187 | $961K |
| Scratch Capital LLC | 0.61% | Add +36.9% | 18,505 | $927K |
| WESPAC Advisors SoCal, LLC | 0.18% | Add +18.7% | 18,288 | $916K |
| Burton Enright Welch | 0.13% | Add +17.8% | 18,192 | $911K |
| Prospect Financial Group LLC | 0.84% | Reduce -1.4% | 18,143 | $909K |
| RAM Investment Partners, LLC | 0.14% | Add +69.8% | 15,842 | $793K |
| SB Capital Management Inc | 0.27% | — | 14,714 | $737K |
| True Link Financial Advisors, LLC | 0.04% | No change | 13,310 | $667K |
| Raymond James Financial Inc. | 0.00% | New | 13,195 | $661K |
| JPMorgan Chase & Co. | 0.00% | Reduce -44.3% | 12,125 | $607K |
| Fiduciary Financial Group, LLC | 0.07% | No change | 10,397 | $521K |
| Pallas Capital Advisors LLC | 0.02% | No change | 10,000 | $501K |
| Citadel Advisors | 0.00% | New | 9,619 | $482K |
| Parallel Advisors, LLC | 0.01% | No change | 9,428 | $472K |
| Independent Financial Group, LLC | 0.01% | No change | 9,203 | $461K |
| Red Lighthouse Investment Management, LLC | 0.16% | Add +21.4% | 9,068 | $454K |
| Roberts Wealth Advisors, LLC | 0.11% | No change | 8,437 | $423K |
| Apella Capital, LLC | 0.01% | Add +40.1% | 7,389 | $370K |
| Farther Finance Advisors, LLC | 0.00% | Add +401.5% | 7,041 | $353K |
| Brookstone Capital Management | 0.00% | Add +62.2% | 6,984 | $350K |
| Hurlow Wealth Management Group, Inc. | 0.09% | No change | 6,966 | $349K |
| Tortoise Investment Management, LLC | 0.03% | Reduce -15.4% | 6,590 | $330K |
| Pathstone Holdings, LLC | 0.00% | No change | 6,589 | $330K |
| Fermata Advisors, LLC | 0.07% | Add +0.9% | 6,226 | $312K |
| Kaizen Financial Strategies | 0.13% | Add +23.8% | 5,903 | $296K |
| Johnson Wealth Management, LLC | 0.15% | Add +1.6% | 5,855 | $293K |
| Shore Point Advisors, LLC | 0.12% | New | 5,515 | $276K |
| Parkwoods Wealth Partners, LLC | 0.08% | Reduce -8.4% | 5,436 | $272K |
| Gradient Capital Advisors, LLC | 0.07% | No change | 5,386 | $270K |
| Corient Private Wealth LP | 0.00% | New | 5,207 | $261K |
| Wheels Up Wealth, Inc. | 0.24% | — | 5,124 | $257K |
| Goldman Sachs Group Inc. | 0.00% | New | 5,017 | $251K |
| Retirement Planning Group, LLC | 0.01% | Add +0.9% | 4,593 | $230K |
| Pure Financial Advisors, LLC | 0.00% | Add +0.2% | 4,571 | $229K |
| Birch Financial Group, LLC | 0.12% | No change | 4,065 | $204K |
| First National Bank Sioux Falls | 0.06% | Reduce -50.4% | 4,046 | $203K |
| GAMMA Investing LLC | 0.01% | Add +0.4% | 2,115 | $106K |
| IFP Advisors, Inc | 0.00% | No change | 2,002 | $100K |
| Larson Financial Group LLC | 0.00% | No change | 2,000 | $100K |
| Allworth Financial LP | 0.00% | No change | 796 | $40K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.8% | 513 | $26K |
| Cwm, LLC | 0.00% | Add +0.8% | 403 | $20K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 334 | $17K |
| Horizon Investments, LLC | 0.00% | Add +3.5% | 30 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Add +3.9% | 27 | $1K |
"% of holder's portfolio" is DFCA's weight in each manager's 13F, not the share of Dimensional Calfornia MB ETF the manager owns.